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Hopefully that means all you guys in the US will get your orders soon.

I could walk to the Emden factory if I wanted to, and yet they still can't seem to deliver me a car ordered 14 months ago.
Not having to split production in Emden for US and EU should also help get more EU-spec ID.4s out there.
 

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All reserved orders show up as stock. The main question is if some are cancelled. Often they get listed as MSRP but when you call they hit you with the details. That being said, a different SoCal dealer was selling for MSRP plus $1500 of crap, but it sold before I could get there.
This is what I’ve run into far too often looking around in the PNW. Thankfully the bigger dealers mark reserved vehicles so it’s easier to check how many are cancellations.
 

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Sorry, these are both not true.

There are insurance posts on this forum and there is no great and obvious difference, but of course there is variability in comparing any type of car. In my case, the ID.4 replaced a top-spec 5 year old Volvo S60 ($36,000 sticker in 2016) and Liberty Mutual actually lowered the annual premium by about $100. And the premium was close to parity when I replaced a 2013 Audi Allroad with a 2-year old 2017 BMW i3. So that EVs cost more to insure... well, I don't want to declare it a myth, but from what I've seen on these forums there's no clear cut price increase.
Agree. I was talking with a friend and was being told "Watch out for those insurance costs!" related to EVs. So I asked my insurance provider (USAA) and they quoted me 1$ less per month for a 2022 ID.4 Pro S vs a 2019 Subaru Outback Touring. Close enough to call it a wash.
 

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What ever they are, the number keeps climbing every day. Buyers of ID4 are not like tesla fanboys and wont easily buy the cars without the tax rebate specially given that the rebate would like be back next year.
The number keeps climbing as VW is getting back to a normal delivery cadence in the US, rather than the zero deliveries a week they had for a not-insignificant period of time. But just counting what has left the port doesn’t tell you what’s happening with them by itself.

If it was true cars were sitting on lots going unsold, I’d own an ID.4 by now. Under the new rules, I am just outside the tax rebate eligibility, so I get 0$ either way. Why wait for a 2023 which is more expensive? But no. There are no unsold cars that I can put money down on in my region, and I’ve been looking. I’ve even been told by a couple dealers my best shot is to reserve one. Odd thing to say if these are becoming readily available, isn’t it?

The risk of it going kaput after 8 years is extremely high. And we are talking about 20K-30K. Not a small number. Engines dont go completely dead after warranty. They are easily repairable for much much less. You cant repair battery packs. At least not now.
You are going to have to define “kaput” and “extremely high risk” here. Batteries generally degrade over time, rather than outright fail. When lithium batteries do fail like that, it’s usually because they simply haven’t been charged in too long and discharged too far to be recoverable. I’ve done this on accident myself with power tool batteries, but a car battery isn’t likely to hit this with the usage patterns cars have. The BMS used in cars is going to be better at battery health management in general than the cheap chargers used in other applications as well.

As for repairability, the MEB platform uses a modular pack where single modules in the pack can be replaced in case of faults. There is a financial benefit to VW by being able to keep warranty repairs cheap(er) in the face of growing lithium demand. So in the case of cells that do outright fail, the modules are replaceable without replacing the whole battery. The point where the whole pack needs replacing depends on your threshold where the capacity no longer meets the needs, and how many miles you drive a year. 8 years seems rather short for the average miles/year.

Yes, tesla uses too many aluminum panels which are difficult to repair. I agree, tesla insurance is way more than that of ID4. Which is one of the biggest reason i was interested in the id4.
The actuarial data is based on more than just the cost, but the risks that the car might be in a crash (or even the risks the driver poses by age, sex, etc). I’m aware of the factors that can play with Teslas (the type of driver they attract, the potential for bad behavior things like Autopilot can foster, repair costs, etc), but I’m more musing out loud that it would be interesting to see how those factors combine to create the actuarial data used to set insurance prices.

If cost to repair was the only factor, I wouldn’t be getting quotes saying an ID.4 is as cheap to insure as my Outback which is 15k cheaper.
 

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To be honest, there’s also now a number of people who no longer get the tax credit under the new income rules. A number of those are going to buy Tesla, because the brand is practically a status symbol now, but not all of them. Someone like me would honestly be fine with a 22 at a lower MSRP to the 23.

I would have expected parts of CA to be similar to WA in this regard. In WA, I’m still stuck at the end of some very large wait lists for cancellations. Silicon Valley engineers get even higher wages than the tech folks in Seattle so there should be more folks ineligable . But perhaps that means Silicon Valley folks are even more likely to go for something like the Model X, BMW, Jaguar or Audi e-tron over the ID.4?

So many variables.

EDIT: It also means though that someone ineligible for the tax credit, but not wanting to go up in price could look at the Ioniq 5 and have some luck there too. Ioniq 5 23MY isn’t going to get the tax credit, so it’s going to probably see continued demand among those who are just shy of eligibility.
 

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Just received this from a local VW dealer in the Seattle area

There are now 2 Id.4 Pro S available.

Silver RWD
Dusk Blue w/ gradient package AWD

I've attached window stickers for both on this email.

The ID.4s are ready now and will have $6,000 added due to availability.

If you want one, please reach out ASAP.
I think I already know which dealer this is from just that.
 

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To me it looks overall like they are booming in that chart?
I agree the trend is upward overall. 10% YoY isn't super great news, but as pointed out, Q4 will be the one to watch. That said, Tesla's growth is still quite strong, despite their much larger numbers. 10% YoY isn't going to let VW make much of a push as an EV leader.

Q2 was devastating compared to Q2'21. Considering Q2 was down 4K cars YoY, it's surprising the YTD is only down 1K cars compared to 21. But it does look like VW does need to do some work to get deliveries rolling in the US to start seeing the growth other companies like Ford, GM and Tesla are seeing YoY.
 
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